Welcome to the Marketing hub. This centralized dashboard allows you to manage social media, send email campaigns, create affiliate programs, and track your advertising efforts seamlessly within your CRM. Instead of jumping between five different platforms, you can execute your entire promotional strategy from a single command center.
1. The Marketing Ecosystem
The Marketing module replaces disconnected third-party tools by bringing your entire promotional operation into one place. Here are the core components you will use daily:
Social Planner
Schedule and manage posts across Facebook, Instagram, LinkedIn, and X simultaneously. Plan your content calendar weeks in advance.
Email Campaigns
Design, send, and track professional email broadcasts and automated sequences using our drag-and-drop visual builder.
Ad Manager
Track and optimize your digital advertising campaigns (Google Ads, Facebook Ads) from a single dashboard to monitor true ROI.
2. Initial Setup Steps
Before launching your first campaign, complete these foundational steps to ensure your marketing assets are properly branded and tracked.
Configure Brand Boards
Navigate to Marketing > Brand Boards. Upload your company logo, set your primary hex colors, and choose your brand typography. These settings will automatically apply as defaults to all new emails and funnels.
Connect Social Profiles
Go to the Social Planner and click the settings icon to link your company's Facebook Page, Instagram Professional account, and LinkedIn Company Page.
Create Core Snippets
Set up standard text blocks (like your company bio, pricing links, or booking calendar URLs) under Marketing > Snippets to save time when drafting future campaigns.
Marketing Tool Quick Reference
| Tool | Best Used For | Primary Benefit |
|---|---|---|
| Social Planner | Organic brand building | Batch schedule a month of content in one afternoon. |
| Email Campaigns | Newsletters & Announcements | Direct communication to your owned audience. |
| Trigger Links | Behavioral Tracking | Fire automations instantly when a link is clicked. |
| Affiliate Manager | Referral Programs | Turn your best customers into an active sales force. |
Pro-Tip
Before launching any major campaigns, ensure your brand assets (logos, colors, fonts) are fully configured in the Brand Boards section to maintain a consistent visual identity across all channels.